Superannuation Advice – there’s a lot of hype about fees being the critical factor that decides the final superannuation account balance: in fact, the way funds are invested – the asset allocation within the account – can be of far greater importance: and this is…READ MORE…

Personal Risk: Life Insurance – income protection for you, asset protection for your family, security for your future – and theirs! Our experienced advisers can show you strategies that will provide comfort that your financial plans for the future are protected…READ MORE…

Estate planning – more than just a Will: providing a plan for your chosen beneficiaries to receive the portion of the estate you intended – and at the time you intend them to have it. Our experienced advisers are able to guide you in preparation of a brief to a lawyer/ estate planning specialist… READ MORE…

Working with the Continuum Financial Planners’ experienced team of advisers and support staff, means that you and your family will benefit from our personalised, professional wealth management services. You will recognise that your best interests are being served, that you will be listened to; and that, with the fee for service philosophy we work to, there will be no fee surprises for you.

With your best interest in mind, we have structured our services to be delivered professionally, yet personalised to your individual and family circumstances. The conservative culture of our business and the professional and caring attitude of our team are important components for the delivery of these customised services. Our goal is to deliver holistic advice to every client – but we do adapt to providing limited scope advice where that is called for in individual cases.

Don, from Currumbin, said this about his ContinuumFP experience: “Whilst they are proactive in keeping us advised about investment offers that are likely to suit our needs, they are never ‘pushy’ even if they feel we might be missing an opportunity.”

Clients have spoken in praise of the services we have delivered to them, expressing appreciation for the focus we place on their stated needs. goals and objectives. They appreciate that:

we listen to the financial needs and goals of our clients (and prospective clients);

we seek all relevant information so as to be satisfied that we understand their financial situation and their short- and longer-term objectives;

we analyse the data received and determine strategies so that we can demonstrate that we have solutions to achieving those goals and objectives; and then